My feedback

1 result found

1. Risk tolerance options in Redtail Tailwag

   153 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   8 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Gregory Sheets commented  ·  April 11, 2022  ·  Delete…

   Agreed. Client "Books and Records" requirements require more detailed options here for our broker dealer. Customization under database lists would be a simple fix for this field...

   - Low,
   - Low Moderate,
   - Moderate,
   - Moderate High,
   - High

   Thank You.

   Save Submitting...
   Gregory Sheets supported this idea  ·  April 11, 2022